Utilizing Packages

Packages are extremely useful tools for consolidating sets of tasks in Shopflow.

Invoice View

When looking at an invoice, packages will have a little blue carrot symbol next to the title.

Tapping this carrot then reveals the bundle of tasks associated with that package.

For example, your shop may have a package named "Setup with Strings" that includes the tasks: Restring, Recut Nut, Setup and Intonate, and Adjust Truss Rod. Adding this one package to an invoice would guarantee that the four bundled tasks are required for the invoice to be considered completed.

Add Options

You can also add options from invoice view. These options are a list of parts that you can associate with that particular task, and they can be connected to a task from the Admin section of Shopflow.

Editing Packages

Step 1: Tap Admin > Tasks, Parts, Packages

Step 2: Using the dropdown menu at the top right of the page, tap Package Wall

This will take you the main menu for managing your packages.

Notice that when you tap on a package in this initial menu, the menu on the left will change to your Tasks & Parts Picker. These picking menus are populated by whatever you have in your Job Wall and Inventory sections.

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Here are a few basic moves you can make in these menus:

Adding a category/subcategory:

• Tap the blue circled plus sign next to the menu you want to add to
• Fill out the text boxes in the popup menu
• Tap the green "Save" button

Editing a category/subcategory/item:

• Tap the grey pencil icon next to the item you want to edit
• Make revisions to the text boxes in the popup menu
• Tap the green "Save" button

Deactivating a category/subcategory:

• Tap the grey slider next to the item you want to deactivate
• Tap the green "Yes" button in the popup menu

Deleting an item:

• Tap the grey trashcan icon next to the item you want to edit
• Tap the green "Yes" button in the popup menu

Step 3: Choose what to add to the package

Using the menu on the left, search for and then tap on whichever tasks/parts you want to add to the selected package.

Note: Multiple items can be selected in these menus.

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‍Use the Search Bar

If you know the exact name of the item you're looking for, you can simply type in the name here.

When the product appears in the search dropdown, tap it to highlight it in blue.

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Use the Category and Job Dropdowns

The exact layout of this route will vary depending on how your specific shop is set up.

Tap any category to access its subcategories. Continue to do this until you find the item you're looking for, then tap it to highlight it in blue.

Step 4: Tap "Add to Package"

Tap the green "Add to Package" button in order to add the blue-highlighted item(s) to the package.

This process is exactly the same whether you are searching for and adding either a task or a part.

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Additional Features

Optional Parts

When adding tasks and parts to a package, you'll notice that there is a green (if checked) "Parts Default to Optional" checkbox in line with the Optional Parts section on the righthand menu. If this box is checked, all parts you add to the package will be listed as optional.

If you want to add a part to the package and have it be required (i.e. not optional), simply uncheck the "Parts Default to Optional" checkbox and add the desired part as you normally would. It should then appear under the Parts list, rather than the Optional Parts list.

You can also change whether a particular part is optional or not by simply tapping the grey arrow icon at the right of the row. This will move an item listed under Optional Parts to Parts, and vice-versa.

Change Package Details

To change the price of a package:

• Tap on the price listed next to the package
• Type a new price into the text box
• Tap the blue "Save" button to save your changes

To change the completion time or pricing type of a package:

• Tap on the relevant dropdown next to the package
• Tap the new value you want to populate that dropdown
• Tap the blue "Save" button to save your changes

Change Part Price

To change the price of a part:

• Tap on the price listed next to the part
• Type a new price into the text box
• Tap anywhere else on the page to save your changes

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